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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,376 | $95,580+377.5% | $76,872+493.7% | $139,466+227.2% |
| Participation rate | 20.0% | 74.0%-54.0pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 812.51% | 55.00%+757.5pp | 37.90%+774.6pp | 373.66%+438.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |